Filed May 13, 2025 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,540 | $40,275+306.1% | $57,356+185.1% | $59,633+174.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 4.20% | 27.52%-23.3pp | 24.41%-20.2pp | 2041.45%-2037.2pp |
| Employer contribution / active EE | $5,340 | $1,921+177.9% | $2,689+98.6% | $2,203+142.4% |
| Participant deferral / active EE | $7,752 | $2,400+223.0% | $3,162+145.2% | $3,192+142.9% |
| Admin fee / account holder | $2,284 | $2,820-19.0% | $3,357-32.0% | $4,297-46.8% |